Civic Intelligence

Thomas & Nell Waltz Family Foundation

EIN 36-7252939 • 501(c)3 • LA Jolla, CA

Profile

Section 509(a)(3) supporting organization

5940 Via Zurita DriveLA Jolla, CA 92037

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-15663%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

500%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $16,916 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$0

Down $16,916 (-100%) from 2019

Revenue

Up

$108

Up $90 (+500%) from 2019

Expenses

Up

$17,024

Up $16,674 (+4764%) from 2019

Net Income

Down

-$16,916

Down $16,584 (-4995%) from 2019

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2016: $32,581Liabilities 2016: $0Net Assets 2016: $32,5812016Assets 2017: $28,169Liabilities 2017: $0Net Assets 2017: $28,1692017Assets 2018: $17,248Liabilities 2018: $0Net Assets 2018: $17,2482018Assets 2019: $16,916Liabilities 2019: $0Net Assets 2019: $16,9162019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10K-$20KRevenue 2016: $250Expenses 2016: $8,741Net Income 2016: -$8,4912016Revenue 2017: $6Expenses 2017: $4,418Net Income 2017: -$4,4122017Revenue 2018: $28Expenses 2018: $10,949Net Income 2018: -$10,9212018Revenue 2019: $18Expenses 2019: $350Net Income 2019: -$3322019Revenue 2020: $108Expenses 2020: $17,024Net Income 2020: -$16,9162020

Highlighted filing

2020

Revenue$108
Expenses$17,024
Net Income-$16,916

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Dec 3, 2020
Return Version
2019v5.1
Gross Receipts
$108
Mission and Program Overview

Mission

Section 509(a)(3) supporting organization

Program Services

DescriptionGrantsExpenses
PROMOTING INCREASINGLY RESPONSIBLE AND EFFECTIVE PHILANTHROPY$0$14,509
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NELL WALTZTrustee-$0--
PAUL LEBEAUTrustee-$0--
BOB TRAYLORTrustee-$0--
EUGENE BLICKENSTAFF MDTrustee-$0--
ROBERT WALTZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Thomas & Nell Waltz Family Foundation
EIN
36-7252939
Phone
8584547871
Address
5940 VIA ZURITA DRIVE, LA JOLLA, CA 92037

Signing Officer

Name
Nell Waltz
Title
Trustee
Phone
8584547871
Signed
2020-12-03
Discuss with paid preparer
Yes

Preparer

Firm
Pkc Kuebler Apc
Address
27244 VIA INDUSTRIA, TEMECULA, CA 92590
Preparer
Pete Palmer
Phone
9516766555
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: ameritrade interest income. Amount: 2. Description: other income . Amount: 106. Total included on form 990-ez, line 4: 108.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: general use. Grantee name: vanderbilt university medical center. Grantee address: 1211 medical center dr nashville , tn 37232. Grantee relationship: n/a. Property description: cash . Date of gift: 12/28/19. Amount given: 2,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: general use. Grantee name: rady's children hospital foundation. Grantee address: 3020 children's way mc 5005 san diego , ca 92123. Grantee relationship: n/a. Property description: cash. Date of gift: 12/28/19. Amount given: 2,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: general use. Grantee name: scripps health foundation. Grantee address: p.o. Box 2669 la jolla, ca 92038. Property description: cash. Date of gift: 09/06/20. Amount given: 10,509. Total included on form 990-ez, line 10: 14,509.

Raw XML Appendix301 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SCRIPPS HEALTH FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1VANDERBILT UNIVERSITY MEDICAL CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2RADY CHILDREN'S HOSPITAL FOUNDATION
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0SCRIPPS HEALTH FOUNDATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt1VANDERBILT UNIVERSITY MEDICAL CENTER
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt2RADY CHILDRENS HOSPITAL FOUNDATION
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt11211 MEDICAL CENTER DR
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IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: AMERITRADE INTEREST INCOME. AMOUNT: 2. DESCRIPTION: OTHER INCOME . AMOUNT: 106. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 108.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: GENERAL USE. GRANTEE NAME: VANDERBILT UNIVERSITY MEDICAL CENTER. GRANTEE ADDRESS: 1211 MEDICAL CENTER DR NASHVILLE , TN 37232. GRANTEE RELATIONSHIP: N/A. PROPERTY DESCRIPTION: CASH . DATE OF GIFT: 12/28/19. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GENERAL USE. GRANTEE NAME: RADY'S CHILDREN HOSPITAL FOUNDATION. GRANTEE ADDRESS: 3020 CHILDREN'S WAY MC 5005 SAN DIEGO , CA 92123. GRANTEE RELATIONSHIP: N/A. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/28/19. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: GENERAL USE. GRANTEE NAME: SCRIPPS HEALTH FOUNDATION. GRANTEE ADDRESS: P.O. BOX 2669 LA JOLLA, CA 92038. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/06/20. AMOUNT GIVEN: 10,509. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 14,509.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NELL WALTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08584547871
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS & NELL WALTZ FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0367252939
ReturnHeader/Filer/PhoneNum08584547871
ReturnHeader/Filer/USAddress/AddressLine1Txt05940 VIA ZURITA DRIVE
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092037
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03D4E5496F6CEE9FC327725E7740C5409E47DBD8E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.77.118.76
ReturnHeader/FilingSecurityInformation/IPDt02020-12-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:07:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461483607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKC KUEBLER APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027244 VIA INDUSTRIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMECULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092590
ReturnHeader/PreparerPersonGrp/PhoneNum09516766555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETE PALMER
ReturnHeader/ReturnTs02020-12-09T16:04:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

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